Career History Form

This information will not be the only basis for hiring decisions. You are not required to furnish any information that is prohibited by federal, state or local law.

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Name*

First Middle Last Suffix

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email*

Phone*

Position applied for*

Annual earnings expected (specify currency)*

Business Experience

Please start with your present or most recent position

A. Firm*

City, State/Province, Country*

Phone*

Kind of business*

Starting Date (mo/yr)*

Ending Date (mo/yr)*

If still employed, enter “Present”

Title*

Total Starting Compensation (specify currency)*

Total Ending Compensation (specify currency)*

Name of immediate supervisor*

What do (did) you like most about your job?*

What do (did) you least enjoy?*

Reasons for leaving or desiring to change*

B. Firm*

City, State/Province, Country*

Phone*

Kind of business*

Starting Date (mo/yr)*

Ending Date (mo/yr)*

If still employed, enter “Present”

Title*

Total Starting Compensation (specify currency)*

Total Ending Compensation (specify currency)*

Name of immediate supervisor*

What do (did) you like most about your job?*

What do (did) you least enjoy?*

Reasons for leaving or desiring to change*

C. Firm*

City, State/Province, Country*

Phone*

Kind of business*

Starting Date (mo/yr)*

Ending Date (mo/yr)*

If still employed, enter “Present”

Title*

Total Starting Compensation (specify currency)*

Total Ending Compensation (specify currency)*

Name of immediate supervisor*

What do (did) you like most about your job?*

What do (did) you least enjoy?*

Reasons for leaving or desiring to change*

Education

Name of High School*

Location*

Extracurricular activities

Offices, honors/awards

Part-time and summer work

Name of College

Location

Degree

Major

Extracurricular activities, honors and awards

What undergraduate courses did you like most? Why?

What undergraduate courses did you like least? Why?

Part-time and summer work

Other courses, seminars, or studies

Activities

Membership in professional or job-relevant organizations

Professional licenses, special honors or awards

What qualifications, abilities and strong points will help you succeed in this job?*

What are your weak points and areas for improvement?*

Career Needs

What are your career objectives?*

Other

Would you be willing to arrange reference calls with supervisors you've had in the past as a last step before a final job offer?*

Communication is crucial to success. As such, it is important that our candidates have clear and concise writing skills. We ask that every candidate write a brief response to this question: "Why are you considering leaving your current position? In addition, to demonstrate your attention to detail, please include the phrase ‘Excited to Join Tax Samaritan' in the first paragraph."*

Paste the URL link to your 2–3-minute video introduction.*

Paste the URL link to your LinkedIn profile.*

Paste the URL link to your portfolio (if applying for a video editor position).*

Please upload a copy of your resume*

Max. file size: 64 MB.

Name

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Position Summary

The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.

What You’ll Do:

Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.

Deliver personalized, proactive service by developing comprehensive tax and financial plans that integrate wealth management, estate planning, and risk mitigation strategies.

Collaborate with the Client Excellence Manager on After Action Reports (AARs) to drive continuous improvement in client experiences and service delivery.

Articulate Tax Samaritan’s transformative value proposition to prospective and current clients, guiding them on a journey to achieve measurable financial success and peace of mind.

Continuously “plus” the client experience, delivering surprising and delightful touches that exceed expectations.

Why Join Us?

A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.

Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

U.S. CPA or Enrolled Agent (EA) required.

Proven expertise in tax advisory, accounting services, or financial planning, with an emphasis on proactive strategies and wealth management.

Demonstrated ability to build authentic client relationships, emphasizing care and understanding.

A commitment to simplifying processes, enhancing transparency, and creating value-driven, indispensable experiences.

Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.

A track record of delivering exceptional client value through innovative, tailored solutions.

Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.

Career History Form

Business Experience

Education

Activities

Career Needs

Other

Quick Links

Company

Subscribe to our Newsletter for latest news.

Business Experience

Education

Activities

Career Needs

Other

Quick Links

Company

Subscribe to our Newsletter for latest news.

Ready to Lead Exceptional Client Experiences?

About Us:

Position Summary

What You’ll Do:

Why Join Us?

Qualifications, Skills, and Core Competencies

Ready to Deliver Transformational Client Success?

About Us:

Position Summary

What You’ll Do:

Why Join Us?

Qualifications, Skills, and Core Competencies